Join Us for an Educational & Informative Workshop.
Attorney Ashleigh Gelinas, Rollstone’s Senior Trust Advisor, will cover topics such as:
- the differences between a will and a trust
- types of trusts
- how a trust can be part of a well-rounded estate plan
- and more
When: Tuesday, June 20, 5:30 pm.
Where: 24 Monument Square, Leominster
Light refreshments will be served.
Space is limited, so contact us today to reserve your spot.
Securities and advisory services are offered through LPL Financial Services (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rollstone Bank & Trust and Rollstone Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Rollstone Investment Services, and may also be employees of Rollstone Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rollstone Bank & Trust or Rollstone Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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